Family Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
8,522
+754
| +10% | +$29.6K | 0.13% | 51 |
|
|
2025
Q1 | $278K | Buy |
7,768
+174
| +2% | +$6.23K | 0.13% | 44 |
|
|
2024
Q4 | $288K | Sell |
7,594
-176
| -2% | -$6.67K | 0.14% | 39 |
|
|
2024
Q3 | $289K | Buy |
7,770
+12
| +0.2% | +$446 | 0.15% | 39 |
|
|
2024
Q2 | $270K | Buy |
7,758
+1,077
| +16% | +$37.5K | 0.14% | 39 |
|
|
2024
Q1 | $230K | Buy |
6,681
+33
| +0.5% | +$1.14K | 0.13% | 41 |
|
|
2023
Q4 | $207K | Buy |
+6,648
| New | +$207K | 0.16% | 40 |
|